Virtual CFO for Service-Based Businesses
Financial clarity for companies built on people, projects, and purpose.
Your Business Runs on Service — So Should Your Finance Strategy
Service-based companies live in the grey area between feast and famine — busy one month, lean the next. Birdie Financial helps you bring structure to that rhythm through virtual CFO services that turn numbers into decisions.
Whether you lead a creative agency, consultancy, or professional-services firm, our virtual CFO team gives you on-demand financial leadership — without a full-time salary.
What a Virtual CFO Does
More Than Bookkeeping — Strategic Financial Partnership
We go beyond transactions to deliver executive-level insight:
Cash-Flow Forecasting & Scenario Modeling – predict slow seasons and plan growth confidently.
Budgeting & Profitability Analysis – understand which projects and clients drive your bottom line.
KPI Dashboards – track utilization, margins, and cost per project in real time.
Pricing & Capacity Planning – ensure your team’s hours and rates align with sustainable profit.
Board- or Owner-Ready Reporting – monthly insights, not just statements.
Why Service-Based Businesses Need a Virtual CFO
When Growth Outpaces Your Spreadsheets
Service firms often:
Rely on irregular project revenue
Manage tight cash flow across retainers or invoices
Lack time for forecasting and data visualization
Need better visibility before hiring or expanding
A virtual CFO brings structure, predictability, and insight so you can make confident business decisions every week — not just at tax time.